International Business Machines Corp
IBM- Exchange
- NYSE
- Industry
- Computer & office Equipment
- SEC CIK
- 0000051143
In the last 90 days, International Business Machines Corp insiders filed 0 open-market purchases and 1 sale; 3,644 institutions reported holding it in 13F filings for Q2 2026, worth $172.1B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in International Business Machines Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,399
- +11 vs. Q4 2022
- Shares held
- 519.6M
- −7.31M (−1.4%) vs. Q4 2022
- Total value
- $67.7B
- −$6.53B (−8.8%) vs. Q4 2022
- New holders
- 153
- 1,046 more added
- Sold out
- 142
- 889 more reduced
50 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,644 | $172.1B |
| Q1 2026 | 3,496 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $74.5B |
| Q2 2023 | 2,429 | $69.7B |
| Q1 2023 | 2,399 | $67.7B |
| Q4 2022 | 2,438 | $74.3B |
| Q3 2022 | 2,288 | $61.5B |
| Q2 2022 | 2,379 | $71.9B |
| Q1 2022 | 2,342 | $65.1B |
| Q4 2021 | 2,354 | $67.0B |
| Q3 2021 | 2,169 | $70.6B |
| Q2 2021 | 2,224 | $74.2B |
| Q1 2021 | 2,156 | $66.9B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 4,368 | $572.5K | 0.08% | −129−2.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,371 | $573.0K | 0.08% | −522−10.7% | Reduced |
| Matrix Private Capital Group LLC | 4,393 | $575.9K | 0.40% | +14+0.3% | Added |
| Parsec Financial Management, Inc. | 4,395 | $576.1K | 0.02% | −394−8.2% | Reduced |
| Clark Capital Management Group, Inc. | 4,409 | $578.0K | 0.01% | −1,242−22.0% | Reduced |
| Emerald Advisors, LLC | 4,434 | $581.3K | 0.15% | −170−3.7% | Reduced |
| Roof Eidam & Maycock | 4,437 | $581.6K | 0.21% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,447 | $583.0K | 0.09% | −194−4.2% | Reduced |
| SNS Financial Group, LLC | 4,457 | $584.2K | 0.08% | −22−0.5% | Reduced |
| Fortis Group Advisors, LLC | 4,625 | $584.7K | 0.18% | +4,625 | New |
| Liberty Wealth Management LLC | 4,484 | $587.8K | 0.12% | +4,484 | New |
| Silver Oak Securities, Inc | 4,488 | $588.0K | 0.10% | −107−2.3% | Reduced |
| Summit Wealth Partners, LLC | 4,487 | $588.1K | 0.15% | +1,524+51.4% | Added |
| Xcel Wealth Management, LLC | 4,488 | $588.3K | 0.21% | +520+13.1% | Added |
| Boston Research & Management Inc | 4,496 | $589.0K | 0.18% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,494 | $589.1K | 0.36% | +11+0.2% | Added |
| Archer Investment Corp | 4,638 | $589.2K | 0.22% | −994−17.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,495 | $589.3K | 0.22% | +1,400+45.2% | Added |
| Journey Strategic Wealth LLC | 4,513 | $591.7K | 0.06% | −23−0.5% | Reduced |
| Ti-Trust, Inc | 4,522 | $592.8K | 0.56% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,536 | $594.6K | 0.10% | −675−13.0% | Reduced |
| Blossom Wealth Management | 4,544 | $595.7K | 2.42% | +572+14.4% | Added |
| NCM Capital Management, LLC | 4,551 | $597.0K | 0.45% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 4,571 | $599.2K | 0.15% | −112−2.4% | Reduced |
| TrueWealth Advisors, LLC | 4,578 | $600.1K | 0.25% | −14−0.3% | Reduced |
| LS Investment Advisors, LLC | 4,583 | $600.8K | 0.11% | −500−9.8% | Reduced |
| Truvestments Capital LLC | 4,592 | $601.9K | 0.32% | −3,167−40.8% | Reduced |
| City State Bank | 4,590 | $602.0K | 0.34% | −66−1.4% | Reduced |
| Copperwynd Financial, LLC | 4,608 | $604.1K | 0.31% | +32+0.7% | Added |
| Apexium Financial, LP | 4,612 | $604.6K | 0.06% | −21−0.5% | Reduced |
| Manchester Financial Inc | 4,621 | $605.8K | 0.18% | −25−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,838 | $606.6K | 0.04% | +13+0.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,001 | $610.2K | 0.28% | −132−2.6% | Reduced |
| Glassman Wealth Services | 4,659 | $610.8K | 0.11% | −172−3.6% | Reduced |
| Los Angeles Capital Management LLC | 4,662 | $611.1K | 0.00% | −182−3.8% | Reduced |
| Fenimore Asset Management Inc | 4,690 | $614.8K | 0.02% | −175−3.6% | Reduced |
| Paloma Partners Management Co | 4,692 | $615.1K | 0.14% | −9,510−67.0% | Reduced |
| Tradition Wealth Management, LLC | 4,709 | $617.0K | 0.08% | −75−1.6% | Reduced |
| Coombe, Bender & Co LLC | 5,047 | $618.7K | 0.48% | +10+0.2% | Added |
| S. R. Schill & Associates | 4,722 | $619.0K | 0.29% | −1,868−28.3% | Reduced |
| Oder Investment Management, LLC | 4,722 | $619.1K | 0.72% | +82+1.8% | Added |
| Tilt Investment Management Holdings, PBC | 4,801 | $620.8K | 0.46% | +612+14.6% | Added |
| Port Capital LLC | 4,746 | $622.0K | 0.04% | −209−4.2% | Reduced |
| Capstone Financial Advisors, Inc. | 4,752 | $622.9K | 0.05% | −393−7.6% | Reduced |
| Osborne Partners Capital Management, LLC | 4,756 | $623.5K | 0.05% | −56−1.2% | Reduced |
| Delta Investment Management, LLC | 4,768 | $625.0K | 0.18% | −244−4.9% | Reduced |
| Schechter Investment Advisors, LLC | 4,769 | $625.1K | 0.06% | −3,712−43.8% | Reduced |
| Hoxton Planning & Management, LLC | 4,789 | $627.8K | 0.35% | −311−6.1% | Reduced |
| Choate Investment Advisors | 4,801 | $629.4K | 0.03% | +119+2.5% | Added |
| Operose Advisors LLC | 4,804 | $629.8K | 0.31% | 00.0% | Unchanged |
| Field & Main Bank | 4,805 | $629.9K | 0.38% | −11−0.2% | Reduced |
| Summit Trail Advisors, LLC | 4,818 | $631.6K | 0.03% | +1,143+31.1% | Added |
| Abacus Wealth Partners, LLC | 5,121 | $633.2K | 0.21% | +3,522+220.3% | Added |
| Norris Financial Group, LLC | 4,833 | $633.6K | 0.46% | −10,410−68.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,835 | $633.9K | 0.16% | −248−4.9% | Reduced |
| Telemus Capital, LLC | 4,852 | $636.0K | 0.06% | +258+5.6% | Added |
| Naviter Wealth, LLC | 4,869 | $638.3K | 0.22% | +739+17.9% | Added |
| Ashford Capital Management Inc | 4,876 | $639.2K | 0.10% | −4,000−45.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,882 | $640.0K | 0.13% | +2,079+74.2% | Added |
| Wedmont Private Capital | 4,886 | $640.2K | 0.08% | −1,346−21.6% | Reduced |
| Schmidt P J Investment Management Inc | 5,044 | $640.4K | 0.13% | +304+6.4% | Added |
| Capital Advisors Inc | 4,889 | $640.9K | 0.02% | −840−14.7% | Reduced |
| Harvest Volatility Management LLC | 4,969 | $642.1K | 0.13% | −842−14.5% | Reduced |
| Atwood & Palmer Inc | 4,900 | $642.3K | 0.06% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 4,903 | $643.0K | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,908 | $643.3K | 0.06% | −33−0.7% | Reduced |
| RIA Advisory Group LLC | 4,928 | $646.0K | 0.30% | −1,456−22.8% | Reduced |
| Fairview Capital Investment Management, LLC | 4,928 | $646.0K | 0.04% | −8−0.2% | Reduced |
| Sax Wealth Advisors, LLC | 4,929 | $646.1K | 0.14% | +5+0.1% | Added |
| Delta Financial Group, Inc. | 4,936 | $647.0K | 0.25% | +13+0.3% | Added |
| Delta Asset Management LLC | 4,936 | $647.1K | 0.07% | −53−1.1% | Reduced |
| Joule Financial, LLC | 4,960 | $650.2K | 0.35% | +3,472+233.3% | Added |
| Continuum Advisory, LLC | 4,962 | $650.4K | 0.11% | +78+1.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,984 | $653.4K | 0.31% | +12+0.2% | Added |
| Hoey Investments, Inc | 5,007 | $656.4K | 0.26% | −491−8.9% | Reduced |
| Israel Discount Bank of New York | 5,008 | $656.5K | 0.49% | +1,267+33.9% | Added |
| Heritage Trust Co | 5,020 | $658.1K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 5,024 | $658.6K | 0.14% | +62+1.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,027 | $659.0K | 0.43% | +37+0.7% | Added |
| Boston Financial Mangement LLC | 5,041 | $660.8K | 0.03% | −1,224−19.5% | Reduced |
| Jarislowsky, Fraser Ltd | 5,050 | $662.0K | 0.00% | −50−1.0% | Reduced |
| Imprint Wealth LLC | 5,058 | $663.1K | 0.44% | +5,058 | New |
| Powell Investment Advisors, LLC | 5,064 | $663.8K | 0.37% | −35−0.7% | Reduced |
| Heritage Financial Services, LLC | 5,065 | $664.0K | 0.14% | +73+1.5% | Added |
| Winthrop Advisory Group LLC | 5,068 | $664.4K | 0.12% | +20.0% | Added |
| Palumbo Wealth Management LLC | 5,087 | $666.8K | 0.44% | +851+20.1% | Added |
| Cranbrook Wealth Management, LLC | 5,090 | $667.3K | 0.19% | +10.0% | Added |
| Intercontinental Wealth Advisors, LLC | 5,091 | $667.4K | 0.17% | −686−11.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,045 | $669.1K | 0.10% | +6,045 | New |
| Boltwood Capital Management | 5,120 | $671.2K | 0.25% | +83+1.6% | Added |
| Moss Adams Wealth Advisors LLC | 5,124 | $671.7K | 0.23% | +3,637+244.6% | Added |
| Connecticut Wealth Management, LLC | 5,135 | $673.1K | 0.05% | +182+3.7% | Added |
| Meitav Dash Investments Ltd | 5,209 | $674.1K | 0.01% | −1,500−22.4% | Reduced |
| CoreFirst Bank & Trust | 5,161 | $676.6K | 0.49% | −400−7.2% | Reduced |
| Prentice Wealth Management LLC | 5,166 | $677.2K | 0.32% | +10.0% | Added |
| S.E.E.D. Planning Group LLC | 5,168 | $677.5K | 0.26% | −197−3.7% | Reduced |
| Ignite Planners, LLC | 5,178 | $678.5K | 0.28% | +135+2.7% | Added |
| EHP Funds Inc. | 5,200 | $681.7K | 0.15% | +1,200+30.0% | Added |
| First Western Trust Bank | 5,217 | $683.9K | 0.04% | −10.0% | Reduced |
| Crewe Advisors LLC | 5,218 | $684.0K | 0.10% | +463+9.7% | Added |